Business Details
38 Years
experience
Emergency
services
Your Trusted Partner for Wealth Management Solutions
Nicholson Capital Management (NMCM) has been guiding clients toward financial success since 1988. As an independent Registered Investment Advisory Firm based in Kansas City, Missouri, we specialize in wealth management and financial consulting services tailored to individual needs. Our team combines over 60 years of collective experience to help clients navigate market complexities through strategic asset allocation and personalized portfolio management. We serve individuals, corporations, and institutions with a commitment to transparency, charging fees based solely on market value of assets under management. Our legacy services provide critical support during life transitions, while our consulting division advises on investment policies and fiduciary responsibilities.We maintain rigorous reporting standards with monthly statements and digital account access, ensuring clients remain informed about their financial journey. Our fee structure aligns with client success, decreasing when markets decline and increasing with portfolio growth. With a focus on long-term relationships, we act as trusted advisors coordinating with legal and accounting professionals to facilitate seamless wealth transfer across generations. Our expertise extends to retirement planning, estate strategies, and small business financial frameworks, delivered through either hourly consultations or asset-based arrangements. This comprehensive approach has established NMCM as a reliable partner for navigating life's financial challenges.
Services
Wealth Management
Risk Assessment
Legacy Services
Financial Consulting
Portfolio Management
Details
- Year established: 1988
Highlights and features
- We have over 30 years of experience as an independent RIA
- Our wealth management services are tailored to individual risk tolerance
- We provide comprehensive financial reports and market analysis
- Our Legacy Services offer immediate help during family crises
- We offer hourly financial consulting and planning services
Services
Wealth Management
Our wealth management services provide customized investment strategies tailored to individual risk profiles. We utilize diversified portfolios of ETFs, mutual funds, and individual securities while maintaining transparent fee structures based on asset value. With over 30 years of experience, we focus on strategic asset allocation to help clients achieve long-term financial objectives through regular portfolio reviews and market analysis.
Legacy Services
Legacy Services offer comprehensive support during life transitions and family crises. We coordinate final arrangements, manage asset valuations, and provide fiduciary guidance to trustees while facilitating wealth transfer across generations. Our team works closely with legal and accounting professionals to ensure seamless resolution of financial matters during challenging times.
Financial Consulting
Financial consulting services cover retirement strategies, educational planning, and small business financial frameworks. Our consultants with 60+ combined years of experience review investment policies, evaluate manager performance, and provide tailored recommendations through either hourly consultations or asset-based fee arrangements.
People
Jennifer Nicholson
Co-Founder
Co-founder with decades of experience in investment advisory services, specializing in strategic wealth management and portfolio development for high-net-worth individuals and institutional clients.
Susie Meyer
Co-Founder
Co-founder offering extensive expertise in financial consulting and legacy planning, with a focus on guiding families through complex wealth transfer processes and fiduciary responsibilities.
Questions
What investment strategies do you use?
We employ strategic asset allocation as our primary strategy, actively managing diversified portfolios of ETFs, mutual funds, and individual securities tailored to each client's risk tolerance.
What are your minimum account requirements?
We manage portfolios for individuals, trusts, and institutional accounts with a minimum of $400,000 in investable assets.
How are your fees structured?
Our fees are based on a percentage of assets under management, decreasing when markets decline and increasing with portfolio growth to align with client success.
Do you offer estate planning services?
Yes, our Legacy Services provide comprehensive estate planning, asset valuation, and fiduciary guidance to facilitate smooth wealth transfer across generations.
What financial consulting services do you provide?
We offer retirement planning, educational funding strategies, small business financial frameworks, and investment policy reviews through hourly or asset-based fee arrangements.
How often do you meet with clients?
We conduct regular meetings to review portfolio performance and discuss life changes, with monthly statements and online account access available through independent custodians.
